See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,825 | $176,056-75.1% | $159,436-72.5% | $167,490-73.8% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.17% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,199 | $5,297-39.6% | $4,829-33.8% | $4,837-33.9% |
| Participant deferral / active EE | $4,969 | $7,750-35.9% | $7,352-32.4% | $6,341-21.6% |
| Admin fee / account holder | $11,806 | $12,554-6.0% | $10,799+9.3% | $12,309-4.1% |